Meridian Investments, Inc.
Firm details
- Headquarters
- Vienna, Virginia
- CRD number
- 13225
- Registered since
- March 23, 1983
- Website
- www.meridiancompaniesllc.com
Firm profile
FINTRXOverview
Meridian Investments, Inc. is a corporation that has been SEC-registered since 1983 and is owned by an individual. Public records list the firm's internal classification as unclassified and identify it as a single-state operation rather than a multi-state adviser. The dataset flags Meridian as not serving as a capital allocator and not participating as an active ESG investor; it is likewise not identified as a pension consultant or a related adviser. Available source material supplies few details about Meridian's advisory model, client segments, fee schedule, or specific investment strategy. Because those elements are not documented in the record, there is no clear evidence about whether the firm manages discretionary portfolios, uses model or third‑party managers, or provides wealth management services beyond basic advisory registration.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 13
Caroline Wisniewski
FinOpCRD 1463513

John Casey
Co-FounderCRD 731545
Roman Brilman
Executive Vice PresidentCRD 4250758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vienna, VA
Fairfax
Location
Vienna, VA
Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8065 Leesburg Pike
- Time zone
- ET (UTC-5)
- Office locations
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